Jobs at SS&C Technologies

Leads accounting and administration for private equity and alternative investment funds. Manages client relationships, financial reporting, investor allocations, management fees, capital calls, distributions, waterfall models, audits, and fund documentation reviews. Supervises, hires, develops, and evaluates staff while ensuring timely, accurate deliverables and strong client service. Requires extensive alternative investment accounting experience, advanced Excel proficiency, and strong leadership and project management skills.

Leads SS&C Health’s Client Success organization, setting strategy for client satisfaction, retention, growth, renewals, and advocacy. Builds executive relationships, oversees strategic accounts, establishes client health metrics, identifies expansion opportunities, manages recovery plans, and leads complex negotiations. Develops a high-performing team and partners cross-functionally with Product, Operations, Professional Services, Sales, and Support to improve client outcomes and operational efficiency across healthcare technology customers.

Leads data mapping and conversion initiatives for client onboarding, serving as a subject matter expert on schemas, financial balancing, and data transmission. Resolves data discrepancies, supports tax processing and implementation teams, develops scripts to optimize data loading, and ensures delivery against release timelines. The role requires strong SQL Server expertise, analytical and communication skills, project management capabilities, and financial trust accounting knowledge.

Manages client-facing and internal events from concept through post-event reporting, including venue sourcing, logistics, vendor contracts, event technology, budgets, compliance, and financial closeout. Partners with marketing and cross-functional teams to align event strategy with business objectives and brand positioning. Measures event performance, supports onsite execution, and manages multiple event programs. The role requires approximately 20% travel.

Analyze and reconcile client investment data, operate a performance reporting application, research data issues, monitor nightly data jobs, coordinate with internal and external teams, and support system and product enhancements. The role requires a bachelor's degree, Excel knowledge, strong communication and organizational skills, and analytical problem-solving ability.

Researches, designs, prototypes, and validates financial analytics and risk-management product features. Performs quantitative analysis across pricing, valuation, market, credit, liquidity, ALM, regulatory, climate, and alternative-asset risk. Collaborates with research, validation, development, sales, services, clients, and presales teams; provides expert guidance, supports client solutions and sales efforts, and presents methodologies through whitepapers and conferences.

Supports the full lifecycle of securities and derivatives, including trade processing, valuation, settlement, reconciliation, collateral, margin, and exception management. Investigates discrepancies, monitors operational and financial risks, prepares reporting, supports regulatory and financial controls, and improves processes through automation. Partners with trading, operations, risk, finance, treasury, technology, and compliance teams while serving as a senior escalation point and mentoring junior analysts.

Provides mutual fund transaction processing and customer support services. Develops proactive solutions, evaluates issues, recommends improvements, exercises judgment within established procedures, and guides less experienced team members. May lead team activities and recommend new procedures. Requires a high school diploma and four years of related experience.

Processes mutual fund transactions while providing customer-focused support and proactive solutions. Evaluates issues, recommends solutions, exercises judgment within established procedures, and handles varied tasks requiring resourcefulness and initiative. Provides advanced functional guidance, mentors less experienced team members, may lead the team, and recommends procedural improvements.

Processes mutual fund transactions, including purchases, redemptions, account maintenance, and new account setup. Reviews work for accuracy, resolves complex issues with advisors and shareholders, meets quality and productivity goals, and collaborates virtually with internal and external stakeholders. The role requires careful research, strong communication, problem-solving, adaptability, and attention to detail. Senior representatives may also coach colleagues and recommend procedural improvements.

Analyzes and reconciles client investment transaction data, operates a performance reporting application, researches data issues, monitors nightly data jobs, and coordinates with internal teams and clients. The role also supports system and product enhancements while ensuring accurate, consistent client data and service delivery.

Leads client-facing software implementation projects for alternative investment and asset management clients. Owns project scope, resources, schedules, budgets, milestones, risks, changes, and issue resolution. Facilitates workshops, manages client relationships, coordinates consultants and cross-functional teams, and ensures successful delivery. The role also supports process improvement, stakeholder communication, and mentoring while requiring up to 10% travel.

Supports preparation, review, reconciliation, and filing of tax reports for financial services clients. Investigates data discrepancies, maintains filing records, monitors regulatory changes, assists with client and auditor inquiries, and participates in tax-reporting system testing, automation, and process improvements.

Perform daily reconciliation of cash, positions, and transactions across multiple security types. Investigate discrepancies, coordinate resolution with clients, brokers, counterparties, and internal teams, upload and confirm trades, track corporate actions, and monitor trade fails and settlement. The role also leads moderately complex tasks or small projects, applies specialized judgment, and recommends process improvements.

Supports alternative investment clients through client implementations, investment performance measurement, attribution analysis, ex-post risk reporting, and GIPS compliance. Manages production processes, reviews calculations, validates data integrity, prepares client deliverables, and troubleshoots reporting issues. Collaborates with clients, product management, fund accounting, technical teams, and senior leadership. Also contributes to product testing, automation, process improvement, and analytical workflow enhancements.

Support Advisor Charging operations by preparing reports, resolving stakeholder queries, maintaining service levels, managing escalations, verifying client payments, and improving processes. The role offers structured development within a regulated financial services environment and requires strong organization, accuracy, communication, prioritization, teamwork, and Microsoft Office skills.

Responsible for accounting and valuation of complex investments, including derivatives, fixed-income securities, and international financial products. Leads small to moderately complex projects and handles complex tasks requiring sound judgment, initiative, and resourcefulness. Evaluates issues, develops creative solutions, demonstrates specialized expertise, and recommends improved procedures.

Build and develop relationships with key accounts, including investment banks, law firms, and enterprise clients. Present Intralinks business solutions through consultative sales approaches, collaborate with teams, negotiate contracts with senior management and corporate counsel, and manage follow-up activities through revenue-recognizable contract closure. The role requires strong communication, relationship-building, organization, goal orientation, resilience, teamwork, and coachability.

Oversee a portfolio of complex alternative investment fund administration services, including hedge, private equity, and real estate funds. Lead and develop fund administration teams, manage client relationships, ensure regulatory and service-level compliance, review financial statements and investor reporting, support onboarding and due diligence, drive operational improvements, and provide management updates. The role requires strong knowledge of fund structures, financial instruments, accounting standards, regulatory frameworks, and fund accounting software.

Supports private markets fund accounting across client relationships, including reconciliations, journal entries, financial schedules, transaction documentation, fee calculations, investor allocations, capital calls, distributions, financial statements, audits, carried interest models, and tax reporting. Requires at least one year of relevant fund accounting or audit experience, strong Excel skills, accounting knowledge, attention to deadlines, and effective communication.